How To Add A Chart To A Salesforce Report
- Open Salesforce: Log in to your Salesforce account.
- Navigate to Reports: Click on the "Reports" tab in the main menu.
- Select a Report: Choose the report you want to add a chart to.
- Edit the Report: Click on the "Edit" button to modify the report.
- Click on Chart: Find and click the "Add Chart" button.
- Choose Chart Type: Select the type of chart you want (e.g., bar, line, pie).
- Configure Chart Settings: Adjust the chart settings like title, axes, and data series.
- Preview the Chart: Click on "Preview" to see how the chart looks.
- Save Changes: Click "Save" to apply the chart to your report.
- Run the Report: Click "Run" to view the report with the new chart.